GREAT DAY IMPROVEMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN
Measure | Date | Value |
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2023 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2023 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2023-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $44,986,476 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Expenses. Interest paid | 2023-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $19,909,884 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $8,621,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $8,464,718 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $38,005 |
Value of total corrective distributions | 2023-12-31 | $15,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $10,695,419 |
Value of total assets at end of year | 2023-12-31 | $65,106,111 |
Value of total assets at beginning of year | 2023-12-31 | $8,831,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $103,752 |
Total income from rents | 2023-12-31 | $0 |
Total interest from all sources | 2023-12-31 | $103,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,290,045 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,290,045 |
Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $7,155,542 |
Participant contributions at end of year | 2023-12-31 | $1,460,431 |
Participant contributions at beginning of year | 2023-12-31 | $129,820 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $702,095 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
Other income not declared elsewhere | 2023-12-31 | $0 |
Administrative expenses (other) incurred | 2023-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
Total non interest bearing cash at end of year | 2023-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Income. Non cash contributions | 2023-12-31 | $0 |
Value of net income/loss | 2023-12-31 | $11,288,387 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $65,106,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,831,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
Investment advisory and management fees | 2023-12-31 | $30,391 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $61,122,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,360,194 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
Interest on participant loans | 2023-12-31 | $73,797 |
Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
Interest earned on other investments | 2023-12-31 | $0 |
Income. Interest from US Government securities | 2023-12-31 | $0 |
Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,753,737 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $769,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $341,234 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $341,234 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $29,391 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
Asset value of US Government securities at end of year | 2023-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $7,895,292 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $-74,060 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Assets. Invements in employer securities at end of year | 2023-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $0 |
Assets. Value of employer real property at end of year | 2023-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2023-12-31 | $0 |
Contributions received in cash from employer | 2023-12-31 | $2,837,782 |
Employer contributions (assets) at end of year | 2023-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
Income. Dividends from preferred stock | 2023-12-31 | $0 |
Income. Dividends from common stock | 2023-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $8,464,718 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
Contract administrator fees | 2023-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-12-31 | $0 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2023-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | COHEN COMPANY LTD |
Accountancy firm EIN | 2023-12-31 | 341912961 |
2022 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,620,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $733,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $625,490 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,924 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,126,322 |
Value of total assets at end of year | 2022-12-31 | $8,831,248 |
Value of total assets at beginning of year | 2022-12-31 | $7,944,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $103,079 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $8,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $201,749 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $201,749 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,159,964 |
Participant contributions at end of year | 2022-12-31 | $129,820 |
Participant contributions at beginning of year | 2022-12-31 | $85,137 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $361,872 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $103,079 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $886,507 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,831,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,944,741 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,360,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,798,575 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $5,064 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $341,234 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $61,029 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $61,029 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,250 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,716,385 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $604,486 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $625,490 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COHEN COMPANY LTD |
Accountancy firm EIN | 2022-12-31 | 341912961 |
2021 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,396,845 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,156,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,113,516 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $15,733 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,380,977 |
Value of total assets at end of year | 2021-12-31 | $7,944,741 |
Value of total assets at beginning of year | 2021-12-31 | $5,703,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,848 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $4,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $167,349 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $167,349 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,668,583 |
Participant contributions at end of year | 2021-12-31 | $85,137 |
Participant contributions at beginning of year | 2021-12-31 | $64,519 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $175,237 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $26,848 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $2,240,748 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,944,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,703,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,798,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,235,055 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $4,306 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $61,029 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $404,419 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $844,211 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $537,157 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,113,516 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COHEN COMPANY LTD |
Accountancy firm EIN | 2021-12-31 | 341912961 |
2020 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,169,214 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $430,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $362,053 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $19,204 |
Value of total corrective distributions | 2020-12-31 | $39,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,524,657 |
Value of total assets at end of year | 2020-12-31 | $5,703,993 |
Value of total assets at beginning of year | 2020-12-31 | $3,965,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,098 |
Total interest from all sources | 2020-12-31 | $6,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,027,096 |
Participant contributions at end of year | 2020-12-31 | $64,519 |
Participant contributions at beginning of year | 2020-12-31 | $45,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $173,215 |
Other income not declared elsewhere | 2020-12-31 | $484 |
Administrative expenses (other) incurred | 2020-12-31 | $10,098 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,738,589 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,703,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,965,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,235,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,512,599 |
Interest on participant loans | 2020-12-31 | $2,865 |
Interest earned on other investments | 2020-12-31 | $4,127 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $404,419 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $407,303 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $637,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $324,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $362,053 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHEN & COMPANY LTD |
Accountancy firm EIN | 2020-12-31 | 341912961 |
2019 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,659,580 |
Total income from all sources (including contributions) | 2019-12-31 | $1,659,580 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $354,948 |
Total of all expenses incurred | 2019-12-31 | $354,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $297,037 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $297,037 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,965 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,965 |
Value of total corrective distributions | 2019-12-31 | $37,613 |
Value of total corrective distributions | 2019-12-31 | $37,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,095,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,095,360 |
Value of total assets at end of year | 2019-12-31 | $3,965,404 |
Value of total assets at end of year | 2019-12-31 | $3,965,404 |
Value of total assets at beginning of year | 2019-12-31 | $2,660,772 |
Value of total assets at beginning of year | 2019-12-31 | $2,660,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,333 |
Total interest from all sources | 2019-12-31 | $6,536 |
Total interest from all sources | 2019-12-31 | $6,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $799,664 |
Contributions received from participants | 2019-12-31 | $799,664 |
Participant contributions at end of year | 2019-12-31 | $45,502 |
Participant contributions at end of year | 2019-12-31 | $45,502 |
Participant contributions at beginning of year | 2019-12-31 | $27,331 |
Participant contributions at beginning of year | 2019-12-31 | $27,331 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $10,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $10,371 |
Other income not declared elsewhere | 2019-12-31 | $1,039 |
Other income not declared elsewhere | 2019-12-31 | $1,039 |
Administrative expenses (other) incurred | 2019-12-31 | $7,333 |
Administrative expenses (other) incurred | 2019-12-31 | $7,333 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,304,632 |
Value of net income/loss | 2019-12-31 | $1,304,632 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,965,404 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,965,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,660,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,660,772 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,512,599 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,512,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,261,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,261,780 |
Interest on participant loans | 2019-12-31 | $2,173 |
Interest on participant loans | 2019-12-31 | $2,173 |
Interest earned on other investments | 2019-12-31 | $4,363 |
Interest earned on other investments | 2019-12-31 | $4,363 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $407,303 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $407,303 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $371,661 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $371,661 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $556,645 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $556,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $285,325 |
Contributions received in cash from employer | 2019-12-31 | $285,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $297,037 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $297,037 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHEN & COMPANY LTD |
Accountancy firm name | 2019-12-31 | COHEN & COMPANY LTD |
Accountancy firm EIN | 2019-12-31 | 341912961 |
Accountancy firm EIN | 2019-12-31 | 341912961 |
2018 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $770,431 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $264,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $122,913 |
Value of total corrective distributions | 2018-12-31 | $138,242 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $966,616 |
Value of total assets at end of year | 2018-12-31 | $2,660,772 |
Value of total assets at beginning of year | 2018-12-31 | $2,154,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,045 |
Total interest from all sources | 2018-12-31 | $1,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $635,426 |
Participant contributions at end of year | 2018-12-31 | $27,331 |
Participant contributions at beginning of year | 2018-12-31 | $3,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $120,735 |
Other income not declared elsewhere | 2018-12-31 | $64 |
Administrative expenses (other) incurred | 2018-12-31 | $3,045 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $506,231 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,660,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,154,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,261,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,019,759 |
Interest on participant loans | 2018-12-31 | $377 |
Interest earned on other investments | 2018-12-31 | $1,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $371,661 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $130,886 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-198,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $210,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $122,913 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHEN & COMPANY LTD |
Accountancy firm EIN | 2018-12-31 | 341912961 |
2017 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $31,889 |
Total income from all sources (including contributions) | 2017-12-31 | $879,042 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $170,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $156,461 |
Value of total corrective distributions | 2017-12-31 | $2,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $650,650 |
Value of total assets at end of year | 2017-12-31 | $2,154,541 |
Value of total assets at beginning of year | 2017-12-31 | $1,477,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,111 |
Total interest from all sources | 2017-12-31 | $1,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $475,270 |
Participant contributions at end of year | 2017-12-31 | $3,896 |
Participant contributions at beginning of year | 2017-12-31 | $576 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $42,567 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $31,889 |
Administrative expenses (other) incurred | 2017-12-31 | $11,111 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $5,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $709,006 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,154,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,445,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,019,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,343,277 |
Interest on participant loans | 2017-12-31 | $119 |
Interest earned on other investments | 2017-12-31 | $1,166 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $128,063 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $130,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $54,926 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $171,702 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $479 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $132,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $156,461 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHEN & COMPANY LTD |
Accountancy firm EIN | 2017-12-31 | 341912961 |
2016 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $31,889 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $302,375 |
Total loss/gain on sale of assets | 2016-12-31 | $88,133 |
Total of all expenses incurred | 2016-12-31 | $211,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $192,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $187,024 |
Value of total assets at end of year | 2016-12-31 | $1,477,424 |
Value of total assets at beginning of year | 2016-12-31 | $1,354,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,129 |
Total interest from all sources | 2016-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $27,188 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $27,188 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $187,024 |
Participant contributions at end of year | 2016-12-31 | $576 |
Participant contributions at beginning of year | 2016-12-31 | $808 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $31,889 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $595 |
Total non interest bearing cash at end of year | 2016-12-31 | $5,508 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $91,248 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,445,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,354,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $11,163 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,343,277 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,220,385 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $30 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $128,063 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $126,449 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $192,998 |
Contract administrator fees | 2016-12-31 | $6,371 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $88,133 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COHEN & COMPANY |
Accountancy firm EIN | 2016-12-31 | 341912961 |
2015 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $187,050 |
Total loss/gain on sale of assets | 2015-12-31 | $-24,261 |
Total of all expenses incurred | 2015-12-31 | $395,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $376,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $188,218 |
Value of total assets at end of year | 2015-12-31 | $1,354,287 |
Value of total assets at beginning of year | 2015-12-31 | $1,562,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,626 |
Total interest from all sources | 2015-12-31 | $41 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $23,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $23,052 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $188,218 |
Participant contributions at end of year | 2015-12-31 | $808 |
Participant contributions at beginning of year | 2015-12-31 | $1,040 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $6,263 |
Total non interest bearing cash at end of year | 2015-12-31 | $6,645 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-208,074 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,354,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,562,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $10,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,220,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,401,478 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $41 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $126,449 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $159,843 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $376,498 |
Contract administrator fees | 2015-12-31 | $1,450 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $-24,261 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COHEN & COMPANY |
Accountancy firm EIN | 2015-12-31 | 341912961 |
2014 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $285,708 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $219,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $205,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $164,272 |
Value of total assets at end of year | 2014-12-31 | $1,562,361 |
Value of total assets at beginning of year | 2014-12-31 | $1,495,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,764 |
Total interest from all sources | 2014-12-31 | $31 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $28,018 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $28,018 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $159,428 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,844 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $1,040 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $3,855 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $66,441 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,562,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,495,920 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $9,834 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,401,478 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,205,199 |
Interest on participant loans | 2014-12-31 | $31 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $159,843 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $276,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $132,574 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $-39,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $14,574 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $205,503 |
Contract administrator fees | 2014-12-31 | $75 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COHEN & COMPANY |
Accountancy firm EIN | 2014-12-31 | 341912961 |
2013 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,793 |
Total income from all sources (including contributions) | 2013-12-31 | $899,127 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $19,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $19,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $688,325 |
Value of total assets at end of year | 2013-12-31 | $1,495,920 |
Value of total assets at beginning of year | 2013-12-31 | $626,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $225 |
Total interest from all sources | 2013-12-31 | $554 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $183,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $489,808 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $879,650 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,495,920 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $616,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,205,199 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $546,469 |
Interest earned on other investments | 2013-12-31 | $554 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $276,147 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $79,594 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $210,248 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $14,574 |
Employer contributions (assets) at end of year | 2013-12-31 | $14,574 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $19,252 |
Contract administrator fees | 2013-12-31 | $225 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $9,793 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COHEN & COMPANY |
Accountancy firm EIN | 2013-12-31 | 341912961 |
2012 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,793 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,793 |
Total income from all sources (including contributions) | 2012-12-31 | $150,501 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $60,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $60,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $86,186 |
Value of total assets at end of year | 2012-12-31 | $626,063 |
Value of total assets at beginning of year | 2012-12-31 | $536,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $610 |
Total interest from all sources | 2012-12-31 | $1,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $86,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $89,866 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $616,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $526,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $546,469 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $449,280 |
Interest earned on other investments | 2012-12-31 | $1,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $79,594 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $86,917 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $63,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $60,025 |
Contract administrator fees | 2012-12-31 | $610 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $9,793 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $9,793 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PEASE & ASSOCIATES INC. |
Accountancy firm EIN | 2012-12-31 | 364267431 |
2011 : GREAT DAY IMPROVEMENTS LLC, 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,793 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $56,671 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $92,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $92,454 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $74,809 |
Value of total assets at end of year | 2011-12-31 | $536,197 |
Value of total assets at beginning of year | 2011-12-31 | $562,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $455 |
Total interest from all sources | 2011-12-31 | $1,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $74,809 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-36,238 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $526,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $562,642 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $449,280 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $462,921 |
Interest earned on other investments | 2011-12-31 | $1,239 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $86,917 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $99,721 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-19,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $92,454 |
Contract administrator fees | 2011-12-31 | $455 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $9,793 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PEASE & ASSOCIATES, INC. |
Accountancy firm EIN | 2011-12-31 | 364267431 |